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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.1B AUM 4,659 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New 982 Added 838 Reduced 115 Exited
Page 28 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TKO TKO GROUP HOLDINGS INC Communication Services 9,526.0 $1.9M 0.01% +636.0 +7.2% $201.65 -3.2%
542 NMR NOMURA HLDGS INC Financial Services 241,714.0 $1.9M 0.01% +4K +1.5% $7.89 +3.1%
543 AVA AVISTA CORP Utilities 47,341.0 $1.9M 0.01% +11K +30.8% $40.14 +2.4%
544 GLPI GAMING & LEISURE P Real Estate 42,635.0 $1.9M 0.01% +7K +19.0% $44.37 +6.3%
545 LFUS LITTELFUSE INC Technology 5,569.0 $1.9M 0.01% +65.0 +1.2% $339.36 +28.6%
546 LVS LAS VEGAS SANDS CORP Consumer Cyclical 34,665.0 $1.9M 0.01% +4K +12.6% $53.88 -7.4%
547 TEX TEREX CORP NEW Industrials 30,973.0 $1.8M 0.01% +10K +46.5% $59.10 -2.5%
548 TXT TEXTRON INC Industrials 20,854.0 $1.8M 0.01% +381.0 +1.9% $87.56 +1.0%
549 SCHF SCHWAB STRATEGIC TR 73,702.0 $1.8M 0.01% +13K +21.2% $24.75 +9.4%
550 SKM SK TELECOM CO LTD Communication Services 62,250.0 $1.8M 0.01% +7K +11.8% $29.29 +30.1%
551 ENTG ENTEGRIS INC Technology 15,534.0 $1.8M 0.01% +2K +13.6% $117.24 +7.8%
552 NI NISOURCE INC Utilities 38,955.0 $1.8M 0.01% +515.0 +1.3% $46.66 +1.3%
553 PK PARK HOTELS & RESORTS INC Real Estate 172,016.0 $1.8M 0.01% +23K +15.1% $10.54 +6.9%
554 POWL POWELL INDS INC Industrials 3,349.0 $1.8M 0.01% +480.0 +16.7% $541.09 -50.2%
555 PODD INSULET CORP Healthcare 8,602.0 $1.8M 0.01% +729.0 +9.3% $209.83 -25.7%
556 GPC GENUINE PARTS CO Consumer Cyclical 16,935.0 $1.8M 0.01% +3K +20.5% $105.81 -10.4%
557 KVUE KENVUE INC Consumer Defensive 103,481.0 $1.8M 0.01% +19K +21.9% $17.24 +0.8%
558 MBB ISHARES TR 18,729.0 $1.8M 0.01% +1K +8.6% $94.95 -1.4%
559 EVRG EVERGY INC Utilities 21,682.0 $1.8M 0.01% +283.0 +1.3% $81.92 +1.5%
560 SU SUNCOR ENERGY INC NEW Energy 26,576.0 $1.8M 0.01% +716.0 +2.8% $66.11 +3.1%
Page 28 of 50  ·  982 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.1%
Technology 25.7%
Consumer Cyclical 8.4%
Communication Services 7.8%
Industrials 7.3%
Healthcare 7.3%
Consumer Defensive 5.5%
Energy 3.8%
Utilities 1.8%
Basic Materials 1.8%